Bookkeeping Firms in Florida

Website: https://pambrosecpa.com
Phone: 727-398-4467

Ambrose & Associates CPAs PA is a certified public accounting firm based in Seminole, Florida, within Pinellas County. The firm provides accounting, bookkeeping, and tax services primarily for small businesses and individuals, with an emphasis on tax planning strategies intended to save money and increase profits. According to the firm, its goal is to help clients understand their company’s larger financial picture so they can stay competitive, increase revenues, and pursue growth opportunities while leaving accounting and tax planning to the firm.

Services

The firm’s accounting services include small business accounting, business and financial consulting, QuickBooks services, incorporation services, and estate and trust planning. On the tax side, the firm lists tax planning, tax preparation, and IRS problem resolution. The firm states that it provides the data clients need to track expenses and monitor cash flow and that it designs personalized strategies to reduce taxes. It also notes that it offers tax services and estate planning for individuals in addition to its business work. The firm describes its small business accounting as providing tools to identify financial trends, monitor cash flow, and control costs.

Who They Serve

Ambrose & Associates serves small businesses and individuals and identifies several specific industries on its site. Named industry focuses include construction, healthcare, and real estate, and the firm references serving doctors and dentists among its healthcare and industry clients. The firm presents itself as devoted to helping small businesses and individuals achieve financial success through professional support at what it describes as reasonable rates.

Construction and Contractor Focus

The firm maintains a dedicated construction accounting page addressing builders, contractors, and tradesmen. It states it has experience serving the accounting needs of the construction industry and works behind the scenes to give owners a clear view of money moving in and out of their accounts so they always know where their jobs and business stand financially. For construction contractors the firm lists full-service accounting, fixed asset accounting, job estimating and costing, month-end closings, business consulting services, cash balance tracking, bank reconciliations, general ledger maintenance, operational reviews, tax planning and compliance, sales tax processing, and QuickBooks support. The firm states that its solutions help keep job costing accurate and make managing expenses easier, and that it forms tax strategies aimed at reducing tax obligations and capturing deductions, incentives, and credits available to the construction industry.

Approach and Tools

The firm describes a proactive approach to tax planning, stating that it looks for ways to control tax exposure throughout the year so that tax season brings no large surprises. It offers QuickBooks services as part of its accounting work and references QuickBooks support for construction clients. The firm frames itself as a financial partner that handles the financial side of a business so owners can focus on day-to-day operations, including finishing projects on time and on budget in the construction context. It invites prospective clients to request a free consultation.

Contact and Location

According to the site, the firm is located at 8600 113th Street North, Seminole, FL 33772, and lists telephone numbers of 727-398-4467 and 727-399-9788. The firm provides a secure file-sending option and a newsletter signup on its website, and it invites prospective clients to schedule a consultation to discuss a customized package of accounting services. As a Seminole-based CPA firm in Pinellas County, Ambrose & Associates is positioned near the St. Petersburg area and serves small businesses and individuals across the region.

Businesses and individuals in the St. Petersburg and Pinellas County area seeking CPA-level accounting, bookkeeping, tax planning and preparation, and construction-focused accounting services may find Ambrose & Associates CPAs PA relevant to their needs.

Website: https://heritagetaxservices.com
Phone: 954-797-5060

Heritage Accounting & Tax Services is a Florida accounting firm based in the Fort Lauderdale area that provides accounting, tax, and business advisory services to corporations, small businesses, and individuals throughout Fort Lauderdale. The firm describes itself as a Fort Lauderdale CPA firm and states that its goal is to minimize the work and worry of its clients while helping them maximize their tax refunds. According to its site, the practice has over 25 years of experience and offers a free initial consultation to both individuals and businesses.

Services

The firm groups its work into tax services and accounting services. On the tax side, it lists tax preparation, tax planning, and IRS tax problem resolution, noting that it can assist taxpayers who owe over ten thousand dollars in back taxes. The firm frames tax planning as covering everything from complex strategies for businesses to basic income tax preparation for individuals, and it emphasizes staying current with new tax laws so that those laws work to the client’s advantage.

On the accounting side, the firm advertises small business accounting, incorporation, QuickBooks services, outsourced CFO services, and audit and assurance. It states that it provides a wide variety of accounting and bookkeeping services tailored to client needs, including support for do-it-yourself business owners who manage daily operations in QuickBooks.

Who They Serve

Heritage Accounting & Tax Services serves small and midsized businesses across a range of industries, and its site specifically highlights construction, healthcare, and retail. The firm presents construction accounting as a particular focus, stating that it specializes in services designed to help contractors and construction businesses reach their profit potential. According to the firm, its industry focus has given it a depth of knowledge in this area, and it works with construction companies and a variety of contractors including builders, electricians, HVAC companies, and plumbers. The firm also offers services to individuals.

Approach & Tools

For construction and trades clients, the firm lists specialized bookkeeping services such as job costing and fixed asset accounting and depreciation, alongside more traditional functions. The bookkeeping and accounting tasks named on the site include small business accounting, operational reviews and assessments, business loan assistance, insurance compliance, monthly closings, cash balance tracking, bank and credit card reconciliations, general ledger maintenance, tax planning and compliance, sales tax processing, payroll services, and QuickBooks system setup. The firm states that, in addition to construction accounting, it develops tax planning strategies intended to help contractors retain more of their profits.

The firm uses QuickBooks as a core accounting tool and offers setup and ongoing support for it. It also provides client conveniences referenced on the site, including online file sharing, online payments, a newsletter with tax tips and due dates, and a content resource library. For business clients more broadly, the firm states that no matter what combination of accounting and bookkeeping services a business requires, it is prepared to formulate a service solution around those needs, and it frames its accounting work as designed to make a client’s job easier and free up time to focus on building the business.

The firm publishes client testimonials on its site, attributed to named clients, that describe its work as professional and responsive. As with other promotional language, these characterizations are presented as statements from the firm’s clients rather than as independent assessments.

Service Area and Contact

The firm identifies itself as a Fort Lauderdale and Davie, FL accounting practice serving clients throughout Fort Lauderdale and South Florida. Its site lists a main phone line and notes Spanish-language support through a separate extension. The firm invites prospective clients to request a free consultation.

Heritage Accounting & Tax Services presents itself as an established local firm combining general accounting and tax work with an industry concentration in construction and the trades. The descriptions above are drawn from the firm’s own website and reflect the services and positioning it states for clients in the Fort Lauderdale and broader South Florida market.